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Funds Holding CGSM

On this page, we present all of the funds holding CGSM from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding CGSM, with a link to that fund's top holdings. The next columns indicate the amount of CGSM stock held by each of the funds holding CGSM, followed by the CGSM position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 12 funds holding CGSM within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Capital Group Private Client Services Inc.. For more details on the positions held by Capital Group Private Client Services Inc. (or by any of the other funds holding CGSM), click the fund name in the "Holder" column of the funds-holding-CGSM table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Capital Group Private Client Services Inc.743,629$19,212 12/31/2023
     CGSM743,629$19,212 12/31/2023
Capital International Investors665,000$17,180 12/31/2023
     CGSM665,000$17,180 12/31/2023
Jane Street Group LLC97,318$2,514 12/31/2023
     CGSM97,318$2,514 12/31/2023
Commonwealth Equity Services LLC43,829$1,127 03/31/2024
     CGSM43,829$1,127 03/31/2024
Advisor Group Holdings Inc.27,744$717 12/31/2023
     CGSM27,744$717 12/31/2023
Pillar Wealth Advisors LLC21,535$556 12/31/2023
     CGSM21,535$556 12/31/2023
Royal Bank of Canada9,575$247 12/31/2023
     CGSM9,575$247 12/31/2023
Cambridge Investment Research Advisors Inc.8,708$224 03/31/2024
     CGSM8,708$224 03/31/2024
Benjamin F. Edwards & Company Inc.3,212$83 03/31/2024
     CGSM3,212$83 03/31/2024
Northwestern Mutual Wealth Management Co.1,338$35 12/31/2023
     CGSM1,338$35 12/31/2023
ICA Group Wealth Management LLC800$21 12/31/2023
     CGSM800$21 12/31/2023
UBS Group AG174$4 12/31/2023
     CGSM174$4 12/31/2023
Proequities Inc.0$0 12/31/2023
     CGSM0$0 12/31/2023

See Summary: Institutional Holders of CGSM
See Details: Top 10 Hedge Funds Holding CGSM
Also See: CGSM Holdings Changes

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